- Broking System Account Import/Transfer Tool
- Project Management – Checklist Item Notifications
- Lead Conversion Error Fixed
- Risk Profile – Improved Contemporaneous Notes and Client Risk Analysis
1) Broking System Account Import/Transfer Tool
Import Accounts from external Broking Systems via a data load or event call
- Matches unique Ids for Account, Broker, and Dealer Group fields
(2) Project Management – Checklist Item Notifications
Notify field added to Checklist Items to send an email notification to the Checklist Item owner.
(3) Lead Conversion Error Fixed
An error that was being experienced on lead conversion by users with new profiles has been fixed.
(4) Risk Profile – Improved Contemporaneous Notes and Client Risk Analysis
Notes can be added to each Risk Profile. Risk analysis algorithm improved.